| Avion Wealth | 15 | $0 | 0.00% | +1+7.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $43 | 0.00% | +1 | New |
| Albion Financial Group | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2 | $86 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $86 | 0.00% | +2 | New |
| Beacon Capital Management, LLC | 3 | $129 | 0.00% | −258−98.9% | Reduced |
| Rialto Wealth Management, LLC | 3 | $129 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $172 | 0.00% | −1−20.0% | Reduced |
| Sawyer & Company, Inc | 7 | $177 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 5 | $214 | 0.00% | −103−95.4% | Reduced |
| Garde Capital, Inc. | 5 | $215 | 0.00% | −2,667−99.8% | Reduced |
| PayPay Securities Corp | 8 | $343 | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $343 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $344 | 0.00% | +1+14.3% | Added |
| Quaker Wealth Management, LLC | 8 | $344 | 0.00% | +8 | New |
| New England Capital Financial Advisors LLC | 8 | $346 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 9 | $386 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $426 | 0.00% | +9 | New |
| Sarver Vrooman Wealth Advisors | 10 | $428 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10 | $429 | 0.00% | −40−80.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $429 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $429 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10 | $429 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 12 | $514 | 0.00% | +8+200.0% | Added |
| Pacific Center for Financial Services | 12 | $515 | 0.00% | +12 | New |
| Financial Perspectives, Inc | 13 | $558 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $635 | 0.00% | −24−63.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $643 | 0.00% | +15 | New |
| Barnes Dennig Private Wealth Management LLC | 15 | $643 | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 16 | $686 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $772 | 0.00% | −11−37.9% | Reduced |
| Stephens Consulting, LLC | 18 | $773 | 0.00% | +18 | New |
| SOA Wealth Advisors, LLC. | 19 | $815 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $815 | 0.00% | +19 | New |
| Traub Capital Management LLC | 20 | $858 | 0.00% | +20 | New |
| Key Financial Inc | 21 | $901 | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $987 | 0.00% | −2−8.0% | Reduced |
| Lazard Asset Management LLC | 32 | $1.00K | 0.00% | −151−82.5% | Reduced |
| Resources Management Corp | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 25 | $1.05K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 25 | $1.07K | 0.00% | +25 | New |
| Westend Capital Management, LLC | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 29 | $1.24K | 0.00% | +29 | New |
| Pacifica Partners Inc. | 30 | $1.29K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $1.29K | 0.00% | +30 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $1.33K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 34 | $1.46K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 35 | $1.48K | 0.00% | −488−93.3% | Reduced |
| Family Legacy Financial Solutions, LLC | 35 | $1.50K | 0.00% | +35 | New |
| Sierra Ocean, LLC | 37 | $1.59K | 0.00% | +37 | New |
| CarsonAllaria Wealth Management, Ltd. | 38 | $1.63K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 42 | $1.76K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 45 | $1.93K | 0.00% | −135−75.0% | Reduced |
| Creekmur Asset Management LLC | 47 | $2.02K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 50 | $2.15K | 0.00% | +50 | New |
| Fairscale Capital, LLC | 51 | $2.30K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 55 | $2.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 55 | $2.36K | 0.00% | +18+48.6% | Added |
| Sachetta, LLC | 56 | $2.40K | 0.00% | −55−49.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $2.44K | 0.00% | +57 | New |
| South State Corp. | 57 | $2.45K | 0.00% | −87−60.4% | Reduced |
| JFS Wealth Advisors, LLC | 59 | $2.53K | 0.00% | −33−35.9% | Reduced |
| Winch Advisory Services, LLC | 60 | $2.57K | 0.00% | +60 | New |
| Rossby Financial, LCC | 64 | $2.75K | 0.00% | +64 | New |
| Parkworth Wealth Management, Inc. | 68 | $2.92K | 0.00% | +8+13.3% | Added |
| Iron Horse Wealth Management, LLC | 69 | $2.96K | 0.00% | +10+16.9% | Added |
| Cromwell Holdings LLC | 76 | $3.26K | 0.00% | +51+204.0% | Added |
| Fortitude Family Office, LLC | 77 | $3.30K | 0.00% | −41−34.7% | Reduced |
| Abound Wealth Management | 80 | $3.43K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 85 | $3.65K | 0.00% | −9−9.6% | Reduced |
| MV Capital Management, Inc. | 92 | $3.95K | 0.00% | −6−6.1% | Reduced |
| FNY Investment Advisers, LLC | 101 | $4.00K | 0.00% | −699−87.4% | Reduced |
| First PREMIER Bank | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 98 | $4.20K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $4.28K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $4.29K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $4.29K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $4.29K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $4.29K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $4.29K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $4.29K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $4.29K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 100 | $4.29K | 0.00% | +100 | New |
| Copia Wealth Management | 102 | $4.38K | 0.00% | +102 | New |
| Bank & Trust Co | 111 | $4.76K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 115 | $4.93K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 115 | $4.93K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 121 | $5.08K | 0.00% | −100−45.2% | Reduced |
| Whittier Trust Co | 125 | $5.36K | 0.00% | −70−35.9% | Reduced |
| Ronald Blue Trust, Inc. | 127 | $5.45K | 0.00% | −50−28.2% | Reduced |
| Legacy Wealth Managment, LLC | 130 | $5.58K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 130 | $5.58K | 0.00% | +130 | New |
| Graney & King, LLC | 136 | $5.83K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 150 | $6.43K | 0.00% | 00.0% | Unchanged |